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December 17, 2019
Question

How do I run my year to date report please?

  • December 17, 2019
  • 1 reply
  • 2 views
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1 reply

Level 5
December 17, 2019

Hi there,

 

I appreciate you reaching out to the Community. I'd be happy to assist you with running a Year to Date (YTD) report in QuickBooks.

 

There are many reports in QB which you can filter to view the YTD info. For this example, let's use the Payroll Detail report. Here's how to run a YTD Payroll Detail report:

  1. From QuickBooks Online, navigate to the Reports tab and type Payroll in the search bar. Select Payroll Details from the pane that appears below.
  2. Set the Report period to Custom and set it as the beginning of the year to the specific pay period you're searching for. You can also narrow it down to only one employee if you'd like.
  3. Click Run Report. The YTD values will be displayed at the bottom of the report.

Give this a try and let me know how you make out. I'll be on standby.